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880 Carillon Parkway, St. Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-11-30 |
| AL | RA | APPROVED | 2013-02-13 |
Branch Locations
305 Church Street Sw Suite 620, Huntsville, AL 35801 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Huntsville | AL | 02/2013 | Present |
(1)Name of Business: Brookside Partners, L.L.C. Address: 1209 Locust Ave , Huntsville, AL, 35801, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/03/2004 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: managing partner for LLC (2)Name of Business: EnerSage LLC (formerly S&R Holdings LLC) Address: 50 Davis Street, Decatur, AL, 35601, United States Activity Type: Business Owner Position/Title: Partner Investment Related: No Start Date: 02/01/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am advising and underwriting my brother and his associates in a new entity (renamed from S&R) that will offer energy consulting and management as well as electrical contracting and installation of energy efficient products such as lighting.\n06-27-2022\nThe business has been scaled back and mostly dormant. My brother is the only active participant. I spend virtually no time on the business. The business is mostly in warranty mode. \n\nNothing has changed as to this status effective 08-08-25.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1987-11-09 |
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